Burney Company’s Interparfums IPAR Stock Holding History

Burney Company’s Portfolio IPAR Stock Details IPAR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$3.85M	Buy	34,696 +555	+2%	+$65.5K	0.11%	146
2026 Q2	$3.82M	Sell	34,141 -9,430	-22%	-$890K	0.1%	164
2026 Q1	$3.96M	Buy	+43,571	New	+$4.13M	0.12%	145
2025 Q4	–	Sell	-2,389	Closed	-$235K	–	623
2025 Q3	$235K	Sell	2,389 -2,470	-51%	-$291K	0.01%	545
2025 Q2	$638K	Sell	4,859 -3,038	-38%	-$371K	0.02%	371
2025 Q1	$899K	Sell	7,897 -2,800	-26%	-$372K	0.03%	323
2024 Q4	$1.41M	Sell	10,697 -41,376	-79%	-$5.32M	0.05%	267
2024 Q3	$6.74M	Buy	52,073 +3,936	+8%	+$492K	0.24%	98
2024 Q2	$5.59M	Buy	48,137 +10,225	+27%	+$1.24M	0.21%	111
2024 Q1	$5.33M	Buy	+37,912	New	+$5.37M	0.2%	118

Other funds holding IPAR

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Burney Company's IPAR Position: Q3 2026 in Review

Burney Company increased its Interparfums (IPAR) stake by 1.6% in Q3 2026, buying an estimated $65.5K and bringing the position to 34,696 shares worth $3.85M. The position accounts for 0.11% of the portfolio, ranked #146.

Burney Company first reported a position in IPAR in Q1 2024 and has held it in 10 quarters since. The position peaked at $6.74M in Q3 2024. 202 funds tracked by Wall St. Rank hold IPAR as of Q3 2026.

Burney Company held 34,696 shares of Interparfums worth $3.85M as of Q3 2026.
Burney Company bought 555 Interparfums shares in Q3 2026, an estimated $65.5K.
Interparfums made up 0.11% of Burney Company's portfolio in Q3 2026, its #146 holding.
Burney Company first reported a position in Interparfums in Q1 2024 and has held it in 10 quarters since.
Burney Company's Interparfums position peaked at $6.74M in Q3 2024.
202 funds tracked by Wall St. Rank held Interparfums as of Q3 2026.

Based on Burney Company's 13F filing for Q3 2026, filed 15 Oct 2026.